microchip's Comments microchip's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/138/comments Problems for Search from the Finance-Based Economy? (AMZN, EELN, GOOG, RATE) http://seekingalpha.com/article/2543-problems-for-search-from-the-finance-based-economy-amzn-eeln-goog-rate?source=feed#comment-1703 1703 www.hepguru.com/blog/2...]]> Tue, 27 Sep 2005 22:00:43 -0400 www.hepguru.com/blog/2...]]> Google Ad Click-Through Rates Rise From 18.5% to 19.3%, Citigroup Raises Estimates (GOOG) http://seekingalpha.com/article/3224-google-ad-click-through-rates-rise-from-18-5-to-19-3-citigroup-raises-estimates-goog?source=feed#comment-1702 1702 www.hepguru.com/blog/2...

For the past few months I have been collecting Bid information from Overture for 200+ keywords.

Notice that in recent months Home Loans related bids have been trending down. My resulting deductions/hypothesis --

* Google's (and Yahoo's) search revenue per click is decreasing. Search marketing revenue constitutes a majority (95%+) of total revenues for Google, and Home Loan related keywords bring in much of that.

* Lower bids = is there less competition? Is the Online Home Loans market cooling down a little?

* Marketers are becoming smarter about SEM and are better understanding search ROI and market dynamics. Bid prices as a result might be settling into more rational ranges.

* Maybe it's just seasonality? -- a summer slowdown. You'll notice in the graph above that September is trending up marginally for Purchase and Refinance.]]> Tue, 27 Sep 2005 21:32:53 -0400 www.hepguru.com/blog/2...

For the past few months I have been collecting Bid information from Overture for 200+ keywords.

Notice that in recent months Home Loans related bids have been trending down. My resulting deductions/hypothesis --

* Google's (and Yahoo's) search revenue per click is decreasing. Search marketing revenue constitutes a majority (95%+) of total revenues for Google, and Home Loan related keywords bring in much of that.

* Lower bids = is there less competition? Is the Online Home Loans market cooling down a little?

* Marketers are becoming smarter about SEM and are better understanding search ROI and market dynamics. Bid prices as a result might be settling into more rational ranges.

* Maybe it's just seasonality? -- a summer slowdown. You'll notice in the graph above that September is trending up marginally for Purchase and Refinance.]]>